AG

Aperio Group Portfolio holdings

AUM $33.8B
1-Year Est. Return 31.39%
This Quarter Est. Return
1 Year Est. Return
+31.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$19.7B
AUM Growth
+$1.97B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,302
New
Increased
Reduced
Closed

Top Buys

1
+$37.2M
2
+$24.9M
3
+$23.9M
4
PFE icon
Pfizer
PFE
+$23.8M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$18.8M

Top Sells

1
+$47.3M
2
+$23.5M
3
+$15.8M
4
EG icon
Everest Group
EG
+$15.2M
5
MRK icon
Merck
MRK
+$13.2M

Sector Composition

1 Financials 18.03%
2 Technology 16.62%
3 Healthcare 13.04%
4 Consumer Discretionary 9.52%
5 Industrials 9.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$13.8M 0.07%
99,580
+76,681
327
$13.8M 0.07%
212,765
-128
328
$13.7M 0.07%
297,552
+25,534
329
$13.7M 0.07%
342,947
-15,996
330
$13.6M 0.07%
194,919
+13,539
331
$13.6M 0.07%
618,580
+48,316
332
$13.6M 0.07%
387,796
+8,503
333
$13.5M 0.07%
197,655
+7,388
334
$13.5M 0.07%
245,214
+4,851
335
$13.4M 0.07%
588,918
-6,766
336
$13.4M 0.07%
3,216,930
+119,327
337
$13.3M 0.07%
221,583
+5,709
338
$13.3M 0.07%
507,626
+542
339
$13.3M 0.07%
196,728
+4,897
340
$13.3M 0.07%
353,208
+48,840
341
$13.2M 0.07%
125,694
+125
342
$13.1M 0.07%
163,505
+55,015
343
$13.1M 0.07%
76,882
+6,877
344
$13.1M 0.07%
574,804
-24,850
345
$13.1M 0.07%
221,387
+3,249
346
$13.1M 0.07%
148,422
+4,543
347
$13M 0.07%
360,640
+14,877
348
$13M 0.07%
324,690
-15,335
349
$12.9M 0.07%
519,407
+2,830
350
$12.8M 0.07%
285,235
-121,861
12 13
14
15 16